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UCB

United Community Banks

185 hedge funds and large institutions have $1.76B invested in United Community Banks in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

1% more funds holding

Funds holding: 184185 (+1)

6% less capital invested

Capital invested by funds: $1.86B → $1.76B (-$105M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.61%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
27
Increased
74
Reduced
59
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$256M +$261M +9,187,487 +20,109%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M +$12.8M +451,364 +8%
State Street
3
State Street
Massachusetts
$91.1M +$32.8M +1,151,048 +54%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.7M +$4.33M +152,234 +5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$60.5M +$9.46M +332,315 +18%
Renaissance Technologies
6
Renaissance Technologies
New York
$57.5M +$9.26M +325,400 +19%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$55.3M +$15.4M +540,965 +38%
SFM
8
Systematic Financial Management
New Jersey
$52.4M -$14.1M -494,576 -21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$51.4M +$7.97M +280,066 +18%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$48.7M +$814K +28,600 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$48.4M -$16.9M -592,809 -25%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$44.3M -$40.9M -1,436,105 -47%
Northern Trust
13
Northern Trust
Illinois
$35.3M +$195K +6,855 +0.5%
Allianz Asset Management
14
Allianz Asset Management
Germany
$35.3M -$5.07M -178,200 -12%
KCM
15
Kennedy Capital Management
Missouri
$29.1M -$5.56M -195,246 -16%
JP Morgan Chase
16
JP Morgan Chase
New York
$28.1M -$4.47M -157,236 -13%
DIA
17
Denver Investment Advisors
Colorado
$22.3M -$1.96M -68,897 -8%
Ameriprise
18
Ameriprise
Minnesota
$21.1M +$7.01M +246,281 +48%
Bank of America
19
Bank of America
North Carolina
$20.8M +$3.12M +109,732 +17%
CI
20
Cambiar Investors
Colorado
$20.6M -$650K -22,853 -3%
TA
21
Teachers Advisors
New York
$20.4M +$933K +32,791 +5%
GT
22
Glenmede Trust
Pennsylvania
$18.6M +$18.4M +646,417 +2,376%
PFC
23
Phocas Financial Corp
California
$18.2M -$2.54M -89,308 -12%
CIP
24
Chartwell Investment Partners
Pennsylvania
$17.9M +$33.4K +1,175 +0.2%
SCM
25
Snyder Capital Management
California
$17.2M -$197K -6,934 -1%

UCB Hedge Fund Activity: Q1 2017 in Review

185 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2017, worth a combined $1.76B — down 5.6% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UCB positions and 21 closed out — a net gain of 6 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $261M. The largest seller was Wellington Management Group, cutting an estimated $40.9M.

  • 185 institutional investors held United Community Banks (UCB) as of Q1 2017, up from 184 in Q4 2016.
  • Funds reported $1.76B of United Community Banks stock for Q1 2017, down 5.6% quarter-over-quarter.
  • 27 funds opened new United Community Banks positions in Q1 2017 and 21 closed out, a net change of +6 holders.
  • The largest United Community Banks buyer in Q1 2017 was BlackRock, an estimated $261M added.
  • The largest United Community Banks seller in Q1 2017 was Wellington Management Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q1 2017.